Stock Research

Gold stocks are inching “meaningfully” higher this week as the underlying commodity (gold) itself climbed to a fresh all-time high of nearly $4,700. Spot gold prices have staged a dramatic rebound from their recent low of “$4,200” as geopolitical tensions continue to cross borders. The recent rally underscores gold’s enduring role as the ultimate “safe-haven”… Continue reading Why are gold stocks pushing higher and what comes next?

UnitedHealth Group (NYSE: UNH) remains in focus ahead of the health insurance company’s Q4 earnings scheduled for next week on January 27th. But for long-term investors, its upcoming earnings – even if they beat expectations – may not mean much given the macro environment is turning against UNH under the Trump administration. UnitedHealth stock is… Continue reading Should you load up on UnitedHealth stock ahead of January 27th?

Barclays raised its 12-month price target on Micron stock (NASDAQ: MU) to $450 from $275 on January 15, 2026, while Wells Fargo simultaneously lifted its target to $410. The aggressive dual upgrades have reignited optimism around the memory chip maker, but the real question is whether a forward P/E of 12 times already prices in… Continue reading Micron stock: is MU headed for $450 after Barclays’ price-target hike?

Oil prices face mounting fundamental pressure as potential shifts in global oversupply dynamics emerge, driven by China’s decelerating stockpiling, which is tied to the rise of electric vehicles curbing oil demand. However, short-term supply risks are expected to provide a counteracting risk premium. Analysts with ING Group believe that even as tensions in Iran and… Continue reading Easing Iran tensions erase oil’s risk premium, but analysts warn volatility ahead

Netflix is preparing to report its fourth-quarter fiscal 2025 earnings after the market closes on Tuesday, January 20, with investors focused on whether the streaming giant can sustain revenue growth as US subscriber momentum cools and strategic ambitions expand. Analysts broadly expect a modest improvement in earnings and revenue, underpinned by continued international subscriber growth,… Continue reading Netflix earnings preview: investors watch ads, churn and Warner Bros. deal

Artificial intelligence is reshaping cybersecurity faster than many companies can adjust their defences. It is helping organisations spot threats earlier, automate responses, and patch vulnerabilities more quickly. But the same tools are also being used by cybercriminals to scale attacks, create smarter phishing, and exploit weaknesses at speed. A new survey from corporate insurer Axis… Continue reading Why CEOs and CISOs are split on AI-driven cyber risk

The Trump administration on Thursday unveiled what it called the “Great Healthcare Plan,” a broad framework aimed at addressing healthcare affordability, drug prices, and insurance transparency. While the White House described the plan as a decisive step toward reform, analysts and healthcare policy experts largely characterized it as lacking detail, politically constrained, and unlikely to… Continue reading Why analysts are not impressed with Trump’s ‘Great Healthcare Plan’

Indian stocks, especially the nation’s tech sector, will likely face turbulence in the first half of 2026, according to Amish Shah, a senior Bank of America Securities analyst. Speaking this morning with CNBC, Shah said near-term events are stacked against investors, with the February 1st Union Budget likely to disappoint expectations for stimulus. While foreign… Continue reading Analyst explains why Indian stocks may sell off after the budget announcement

US stocks ticked higher at midday Friday as the S&P 500 climbed 0.3%, the Nasdaq advanced 0.4%, and the Dow Jones Industrial Average added 116 points, or 0.2%. But the intraday gains mask a deeper reality: uncertainty about Federal Reserve leadership and questions regarding central-bank independence have unsettled traders throughout the week. President Trump’s comments… Continue reading US midday market brief: S&P 500 edges up, but losses loom after Trump’s Fed comments